Chief Executive Officer
Current
2021 - Present
~5 yrs 6 mos
Who is Patrick Chandler? Overview
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Quick answer
Patrick Chandler is listed as Chief Executive Officer at Prospera, based in Baltimore City County, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Patrick Chandler.
Patrick Chandler previously worked as Financial Advisor at Morgan Stanley and Wealth Management Internal Fraud Investigator at Morgan Stanley. Patrick Chandler holds Bachelor'S Degree, Criminology from University Of Maryland.
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Email format at Prospera
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Prospera
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Profile bio
About Patrick Chandler
Patrick Chandler is Chief Executive Officer and founder with a demonstrated history of leadership in the financial services industry. Currently leading Prospera Financial Management Firm with a focus on ethicaland responsible financial solutions. With over 7 years of progressive experience at Morgan Stanley, he served as a Financial Advisor, Wealth Management Internal Fraud Investigator, and ISG Operations Analyst. He possesses a proven track record of developing tailored financial strategies, integrating contemporary financial expertise with strong ethical principles.Prior to his tenure at Morgan Stanley, he held the position of Relationship Manager at Bank of America. During his time there, he successfully built a client referral network and advised clients on a diverse range of financial products, generating significant monthly net revenue.Patrick is committed to driving financial empowerment through integrity, stewardship, and strategic planning. When he is not at Prospera HQ, he is providing coaching and team engagement as a public speaker and leadership consultant.
Listed skills include Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, and 17 others.
Current workplace
Patrick Chandler's current company
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7 roles · 6 years
Patrick Chandler work experience
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Financial Advisor
Dec 2018 - 2021
Wealth Management Internal Fraud Investigator
May 2018 - Nov 2018
Isg Operations Analyst
Jan 2017 - Nov 2018
Relationship Manager
• Proactively built client referral network to 30 customers by using a defined approach to identify each clients specific needs.• Created monthly net revenue from client sales ranging $5,000 to $40,000 • Advised on several business products ranging from home loans, car loans, home refinance, money market accounts, certificate of deposits, and high worth lock box transactions.
Jun 2017 - Dec 2017
Assistant Program Manager
• Managed room rosters and housing arrangements for over 5000 participants• Assisted in constructing and implementing contractual agreements with over 15 clients • Regularly update, meet, and communicate with clients in order to maintain a level of professional service
Mar 2014 - May 2016
Legal Assistant
Law Office Of Kareem R. Vessup
• Worked closely in over 25 criminal proceedings throughout the Supreme Court of New York• Prepared vital documentation for both mediation and arbitration hearings • Served as chief scribe for over 40 attorney client meetings
Jun 2014 - Aug 2014
1 education record
Patrick Chandler education
FAQ
Frequently asked questions about Patrick Chandler
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What company does Patrick Chandler work for?
Patrick Chandler works for Prospera.
What is Patrick Chandler's role at Prospera?
Patrick Chandler is listed as Chief Executive Officer at Prospera.
Where is Patrick Chandler based?
Patrick Chandler is based in Baltimore City County, Maryland, United States while working with Prospera.
What companies has Patrick Chandler worked for?
Patrick Chandler has worked for Prospera, Morgan Stanley, Bank Of America, University Of Maryland, and Law Office Of Kareem R. Vessup.
How can I contact Patrick Chandler?
You can use AeroLeads to view verified contact signals for Patrick Chandler at Prospera, including work email, phone, and LinkedIn data when available.
What schools did Patrick Chandler attend?
Patrick Chandler holds Bachelor'S Degree, Criminology from University Of Maryland.
What skills is Patrick Chandler known for?
Patrick Chandler is listed with skills including Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, and Photoshop.
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